Back to Beacon Pointe Advisors, LLC

MBB
4 quarters

Position history for Beacon Pointe Advisors, LLC's holdings in ISHARES TR

Beacon Pointe Advisors, LLC holds 877,630 shares of MBB (ISHARES TR), worth $83.3M as of 2026-Q1. The position was increased (+3.1% shares). MBB represents 0.4% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$83.3M

Current Shares

877,630

Total Value Change

+$83.3M

Total Shares Change

+877,630

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
877,630
+3.1%
$83.3M0.4%$95.98
37
2025-Q4
Increased
851,186
+1599.5%
$81M0.6%$95.12
68
2025-Q3
New
50,083
-
$4.8M0.0%$93.51
37
2024-Q2
Exited
0
-100.0%
$00.0%$85.68
0

Other major holders of MBB: BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used